AAI - Small Business Project Manager

UNAVAILABLE; United States; Remote; USD 100,000 - 125,000; Full time

Job summary

A leading company in the insurance sector seeks a Small Business Regional Leader for a fully remote role. The ideal candidate will oversee various projects focusing on operational streamlining, client data management, and collaboration with insurance carriers. Applicants should possess project management experience and strong knowledge of Property & Casualty insurance.

Benefits

Comprehensive medical insurance

Generous paid time off

401k plan

Dental and life insurance

Qualifications

• 3-5 years of project management experience in Property & Casualty insurance.
• Strong working knowledge of agency management systems.
• Exceptional organizational and communication skills.

Responsibilities

• Plan, lead, and execute projects across the P&C Small Business operations.
• Standardize and maintain client records for operational clarity.
• Oversee the recoding of P&C accounts within AMS platforms.

Skills

Project Management

Organizational Skills

Communication

Detail Orientation

Insurance Industry Knowledge

Education

PMP or CAPM Certification

3-5 years in Project Management

Tools

AMS360

Applied Epic

Microsoft Office Suite

Asana

Smartsheet

Microsoft Project

Job description

Overview

Alera Group is looking for a Small Business Regional Leader - Northeast and Mid-Atlantic. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

The Small Business Project Manager at Alera Group is responsible for leading, organizing, and tracking various projects associated with the overall execution of the vision for small business with projects focused on operational streamlining, including client data management, account recoding within our agency management systems (AMS), carrier service center transitions, and consolidation efforts with carriers and wholesalers. The ideal candidate will bring insurance industry knowledge, strong project management skills, and the ability to work cross-functionally with both internal stakeholders and external stakeholders.

Responsibilities

• Project Oversight: Plan, lead, and execute projects across the P&C Small Business operations landscape, ensuring alignment with business goals and timelines.
• Client List Management: Standardize and maintain accurate client records to support operational clarity and downstream efficiency.
• Account Recoding: Oversee the recoding of P&C accounts within AMS platforms to reflect updated producer or team assignments, optimizing service structure and reporting accuracy.
• Policy Migration: Manage the transfer of P&C policies into carrier service centers, coordinating with internal service teams and carriers to ensure a seamless transition.
• Carrier Collaboration: Serve as the liaison with insurance carriers to facilitate producer code consolidation and streamline service processes.
• Carrier & Wholesaler Consolidation: Support broader strategic initiatives to consolidate carrier and wholesaler relationships, ensuring a more efficient and unified approach across the P&C book of business.
• Cross-Functional Communication: Work closely with producers, account management teams, and leadership to keep projects on track and stakeholders informed.
• Documentation & Reporting: Maintain clear documentation and provide regular progress updates, highlighting key risks, milestones, and achievements.

Qualifications

• 3–5 years of project management experience in Property & Casualty insurance or a related field
• Strong working knowledge of agency management systems (e.g., AMS360, Applied Epic, or similar)
• Familiarity with P&C insurance carriers, producer codes, and service center models
• Exceptional organizational skills and attention to detail
• Strong communication skills with the ability to influence and engage stakeholders
• Proficiency in Microsoft Office Suite; experience with project management tools such as Asana, Smartsheet, or Microsoft Project is a plus
• PMP or CAPM certification preferred but not required

Additional Information

This job is fully remote

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Where required (including remote): Salary range is $100K to $125K per year.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understandwhat personal information we may collect and use as part of your application process.

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